Comment Re:Activist investors (Score 1) 208
It's that we're going to have radically change the economics of using those fuels. I.e. carbon sequestration. I've seen estimates of something like 30% of plant output has to be expended to sequester carbon. That's a massive hit to it's ability to be cost competitive. The cost to install mobile carbon collectors on every car? Literally uncharted territory. The cost of oil is only going up as it starts to run out; that alone will stop it from being a growth industry - people simply won't be able to afford it.
The issue is we're going to start forcing these industries to account for their prolific dumping of CO2 into the atmosphere. That's going to be a massive hit to their profitability going forward.